ESTATE PLANNING PRESENTATION

Timothy Casserly will host an estate planning presentation Thurs., Sept. 21 at 3 p.m. at The Summit at Saratoga (1 Perry Road, Saratoga Springs). 

He will address the importance of planning for your lifetime and the possibility of incapacity, as well as planning to leave your family a financial legacy. 

“Regardless of any long-term care needs, the goal of any estate plan is to achieve your objectives while limiting tax liability, complications, time, and expense,” said Timothy Casserly, the firm’s co-founder. “We will discuss how to preserve your assets, avoid probate, avoid taxes, and ensure that your wealth transitions seamlessly to the next generation.”

The presentation is free and open to the public. Seating is limited. Reserve your place by calling (518) 430-2136, or emailing rebeccad@summitsaratoga.com. Light refreshments will be served. For directions to the community, visit summitsaratoga.com/contact-us.html

Free ½ Hour Initial Consultation
Contact Us (518) 452-1961